TORONTO May 26, 2000 -- For Immediate Release
The alliance will provide both companies greater exposure in the financial planning market place in Canada and in the US. The two company's specialties compliment each other and will allow them to bring more value to their clients.
CAFP - If you are planning on attending the CAFP Conference in Toronto, visit the PowerAssist booth (#315) to receive your complimentary disk that includes the "New Client Welcome Process" created by Duncan MacPherson & Associates. It goes without saying that during that first 30 days after a new client has come on board, it’s paramount the new client feels that he or she has made the right move. The “New Client Welcome Process” helps greatly to that end. The diskette includes templates that are ready to be used with your Maximizer contact manager, or can be incorporated into a complete solution that includes the Accessor Portfolio Manager.
PowerAssist Technologies (www.power-assist.com), the makers of the Accessor Portfolio Manager specialize in automated portfolio and client management software and will be incorporating the marketing strategies of DMA for Financial Planners into their software and consulting solutions.
Duncan MacPherson & Associates (www.dma-inbound.com) provide turnkey marketing solutions for the financial planning industry.
For further information contact:
David Stevenson, President